Integrated Wealth Management (Palm Desert)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.13M	Buy	32,965 +650	+2%	+$22.1K	0.38%	75
2016 Q4	$1.07M	Sell	32,315 -190	-0.6%	-$6.03K	0.4%	72
2016 Q3	$1.01M	Sell	32,505 -320	-1%	-$9.89K	0.36%	72
2016 Q2	$981K	Sell	32,825 -2,655	-7%	-$77.9K	0.38%	62
2016 Q1	$1.02M	Sell	35,480 -270	-0.8%	-$7.21K	0.43%	58
2015 Q4	$996K	Buy	35,750 +95	+0.3%	+$2.71K	0.43%	58
2015 Q3	$974K	Hold	35,655	–	–	0.43%	57
2015 Q2	$1.07M	Buy	35,655 +3,015	+9%	+$92K	0.42%	58
2015 Q1	$992K	Buy	+32,640	New	+$966K	0.41%	54

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IJH Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2017, buying an estimated $22.1K and bringing the position to 32,965 shares worth $1.13M. The position accounts for 0.38% of the portfolio, ranked #75.

Integrated Wealth Management (Palm Desert) first reported a position in IJH in Q1 2015 and has held it in 9 quarters since. 919 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 32,965 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 650 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $22.1K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #75 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 9 quarters since.
919 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.